Benjamin Cummings (CRD# 6878065) is an Investment Advisor Representative working at Blue Barn Wealth in Orem, UT and has 1 year of experience in the finance industry. Benjamin Cummings has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Utah Valley University | Orem, UT | Jul 2022 - Current | 1 |
| Blue Barn Wealth, LLC | Orem, UT | Oct 2017 - Current | 6 |
| Benjamin F. Cummings, Llc And Hjb Wealth Management, LLC | Orem, UT | Oct 2017 - Current | 6 |
| Utah Valley University | Orem, UT | Aug 2019 - Jun 2022 | 2 |
| Iarfc | Middletown, OH | Feb 2018 - Oct 2020 | 2 |
| The American College Of Financial Services | Bryn Mawr, PA | May 2016 - Jul 2019 | 3 |
| Financial Planning Office, LLC | Salt Lake City, UT | Nov 2017 - Mar 2019 | 1 |
| Saint Joseph's University | Philadelphia, PA | Aug 2012 - May 2016 | 3 |
- UT
-
Total Assets Under Management431MILLIONS
-
Total Number of Accounts765ACCOUNTS
-
Average Account Value$563,943
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, NV, TX, UT, WA, WY
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